President | Chief Executive Officer | Partner
Peter has dedicated his career to helping people achieve financial independence, helping businesses and business owners reach and exceed their goals, and helping charitable institutions protect and make the best possible use of their resources. With over 25 years of experience in investing, financial planning, accounting, and taxation, he brings a wealth of knowledge and experience to the financial planning process.
Peter is the President and majority owner of CPS Investment Advisors, and also serves as the firm’s Chief Compliance Officer. Peter is a frequent speaker on topics like financial planning, investing, retirement planning, SEC compliance and technology.
Peter received his Bachelor of Science degree in Accounting and a Master of Business Administration from Florida Southern College in Lakeland, Florida. He is a Certified Public Accountant licensed in Florida, and has earned the Personal Financial Specialist credential granted by the American Institute of Certified Public Accountants.
Peter enjoys serving and speaking in the community. He is the past President of the Polk Chapter of the Florida Institute of CPAs, a founding member of the Tigertown Rotary Club of Lakeland, is on the Board of Directors for Noah’s Ark of Central Florida and The Peace River Center. He has also served as treasurer of the Early Learning Coalition. He has served on the investment committee for the Florida Institute of CPAs and the Ethics committee of the AICPA.